Civic Intelligence

Whitaker Foundation Inc.

990PF • Fiscal year 2020 • EIN 30-0262001

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

Pob 14037 2750 Paris PikeLexington, KY 40512

(859) 299-5246

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

53rd percentile

5.9%

Faster asset growth than 53% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$19,545,127

Up $1,083,849 (+5.9%) from 2019

Net Assets

Up

$19,545,127

Up $1,083,849 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$556,335

Down $133,556 (-19%) from 2019

Expenses

Up

$985,542

Up $80,641 (+8.9%) from 2019

Net Income

Down

-$429,207

Down $214,197 (-100%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $869,402Liabilities 2010: $0Net Assets 2010: $869,4022010Assets 2011: $870,046Liabilities 2011: $0Net Assets 2011: $870,0462011Assets 2012: $963,672Liabilities 2012: $0Net Assets 2012: $963,6722012Assets 2013: $1,095,574Liabilities 2013: $0Net Assets 2013: $1,095,5742013Assets 2014: $1,154,888Liabilities 2014: $0Net Assets 2014: $1,154,8882014Assets 2015: $1,082,340Liabilities 2015: $0Net Assets 2015: $1,082,3402015Assets 2016: $16,970,417Liabilities 2016: $0Net Assets 2016: $16,970,4172016Assets 2017: $17,672,446Liabilities 2017: $0Net Assets 2017: $17,672,4462017Assets 2018: $16,212,570Liabilities 2018: $0Net Assets 2018: $16,212,5702018Assets 2019: $18,461,278Liabilities 2019: $0Net Assets 2019: $18,461,2782019Assets 2020: $19,545,127Liabilities 2020: $0Net Assets 2020: $19,545,1272020Assets 2021: $21,214,795Liabilities 2021: $0Net Assets 2021: $21,214,7952021Assets 2022: $17,870,387Liabilities 2022: $0Net Assets 2022: $17,870,3872022Assets 2023: $19,226,687Liabilities 2023: $0Net Assets 2023: $19,226,6872023Assets 2024: $20,475,102Liabilities 2024: $0Net Assets 2024: $20,475,1022024

Highlighted filing

2020

Assets$19,545,127
Liabilities$0
Net Assets$19,545,127

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $70,9792010Expenses 2011: $49,1032011Expenses 2012: $22,4792012Revenue 2013: $33,943Expenses 2013: $15,884Net Income 2013: $18,0592013Revenue 2014: $61,830Expenses 2014: $31,603Net Income 2014: $30,2272014Revenue 2015: $59,920Expenses 2015: $62,187Net Income 2015: -$2,2672015Revenue 2016: $16,385,654Expenses 2016: $478,615Net Income 2016: $15,907,0392016Revenue 2017: $598,086Expenses 2017: $953,020Net Income 2017: -$354,9342017Revenue 2018: $674,867Expenses 2018: $978,263Net Income 2018: -$303,3962018Revenue 2019: $689,891Expenses 2019: $904,901Net Income 2019: -$215,0102019Revenue 2020: $556,335Expenses 2020: $985,542Net Income 2020: -$429,2072020Revenue 2021: $1,033,089Expenses 2021: $1,021,883Net Income 2021: $11,2062021Revenue 2022: $810,598Expenses 2022: $1,021,192Net Income 2022: -$210,5942022Revenue 2023: $807,002Expenses 2023: $937,850Net Income 2023: -$130,8482023Revenue 2024: $1,988,245Expenses 2024: $1,138,652Net Income 2024: $849,5932024

Highlighted filing

2020

Revenue$556,335
Expenses$985,542
Net Income-$429,207
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELIN W MURPHYVice President-$0--
BEVERLY R BALESDirector-$0--
JACK E WHITAKERPresident-$0--
ANNA W LAKETreasurer-$0--
ELMER K WHITAKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whitaker Foundation Inc
EIN
30-0262001
Phone
8592995246
Address
POB 14037 2750 PARIS PIKE, LEXINGTON, KY 40512

Signing Officer

Name
Jack E Whitaker
Title
President
Signed
2021-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Duncan Smith & Stilz Psc
Address
824 E EUCLID AVE, LEXINGTON, KY 40502
Preparer
Andrew M Smith
Phone
8592682221
Raw XML AppendixShowing 400 of 603 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5250000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7250000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250000.00 SH GE 2.342% BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3250000.00 SH GOLDMAN SACHS BOND 2.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4750.00 SH OTIS WORLDWIDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5806.51 SH VIATRIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250000.00 SH CREDIT SUISE 3.10% BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7248000.00 SH PRINCIPAL LIFE GLOBAL 2.2% BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250000.00 SH CTBI 3.25% CD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JACQUELIN W MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BEVERLY R BALES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK E WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANNA W LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELMER K WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POB 14037 2750 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POB 14037 2750 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POB 14037 2750 PARIS PIKE
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.99$1.14$0.85
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.81$0.94$0.13
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.81$1.02$0.21
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.03$1.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.56$0.99$0.43
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.69$0.90$0.22
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.67$0.98$0.30
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.60$0.95$0.35
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$16.4$0.48$15.9
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07